Tsla
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TSLA Tesla, Inc. | Consumer Cyclical | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Tsla, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA
Returns By Period
As of Dec 19, 2024, the Tsla returned 77.13% Year-To-Date and 40.66% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 23.11% | -0.36% | 7.02% | 23.15% | 12.80% | 11.01% |
| Tsla | 77.13% | 29.93% | 138.09% | 71.11% | 75.02% | 40.66% |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | 77.13% | 29.93% | 138.09% | 71.11% | 75.02% | 40.66% |
Monthly Returns
The table below presents the monthly returns of Tsla, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -24.63% | 7.79% | -12.92% | 4.26% | -2.84% | 11.12% | 17.28% | -7.74% | 22.19% | -4.50% | 38.15% | 77.13% | |
| 2023 | 40.62% | 18.76% | 0.85% | -20.80% | 24.11% | 28.36% | 2.16% | -3.50% | -3.05% | -19.73% | 19.54% | 3.50% | 101.72% |
| 2022 | -11.36% | -7.08% | 23.80% | -19.19% | -12.92% | -11.19% | 32.38% | -7.25% | -3.76% | -14.22% | -14.43% | -36.73% | -65.03% |
| 2021 | 12.45% | -14.87% | -1.12% | 6.21% | -11.87% | 8.71% | 1.10% | 7.06% | 5.40% | 43.65% | 2.76% | -7.69% | 49.76% |
| 2020 | 55.52% | 2.68% | -21.56% | 49.21% | 6.79% | 29.32% | 32.50% | 74.15% | -13.91% | -9.55% | 46.27% | 24.33% | 743.44% |
| 2019 | -7.75% | 4.19% | -12.51% | -14.71% | -22.43% | 20.68% | 8.12% | -6.62% | 6.76% | 30.74% | 4.77% | 26.79% | 25.70% |
| 2018 | 13.80% | -3.18% | -22.42% | 10.43% | -3.12% | 20.45% | -13.07% | 1.18% | -12.23% | 27.40% | 3.90% | -5.04% | 6.89% |
| 2017 | 17.89% | -0.77% | 11.32% | 12.85% | 8.58% | 6.04% | -10.55% | 10.03% | -4.16% | -2.81% | -6.84% | 0.81% | 45.70% |
| 2016 | -20.34% | 0.38% | 19.72% | 4.78% | -7.28% | -4.91% | 10.60% | -9.70% | -3.76% | -3.09% | -4.21% | 12.82% | -10.97% |
| 2015 | -8.46% | -0.13% | -7.17% | 19.75% | 10.95% | 6.96% | -0.79% | -6.42% | -0.26% | -16.70% | 11.27% | 4.23% | 7.91% |
| 2014 | 20.60% | 34.95% | -14.85% | -0.27% | -0.06% | 15.54% | -6.98% | 20.78% | -10.02% | -0.40% | 1.17% | -9.04% | 47.85% |
| 2013 | 10.75% | -7.15% | 8.79% | 42.49% | 81.07% | 9.82% | 25.08% | 25.86% | 14.42% | -17.29% | -20.42% | 18.19% | 344.14% |
Expense Ratio
Tsla has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Tsla is 21, meaning it’s performing worse than 79% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | 1.19 | 1.97 | 1.24 | 1.14 | 3.26 |
Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Tsla. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Tsla was 73.63%, occurring on Jan 3, 2023. Recovery took 488 trading sessions.
The current Tsla drawdown is 8.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.63% | Nov 5, 2021 | 291 | Jan 3, 2023 | 488 | Dec 11, 2024 | 779 |
| -60.63% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -53.51% | Sep 19, 2017 | 428 | Jun 3, 2019 | 139 | Dec 18, 2019 | 567 |
| -49.77% | Sep 5, 2014 | 361 | Feb 10, 2016 | 288 | Apr 3, 2017 | 649 |
| -38.46% | Nov 26, 2010 | 61 | Feb 23, 2011 | 264 | Mar 12, 2012 | 325 |
Volatility
Volatility Chart
The current Tsla volatility is 16.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.